Investment Advisory Services Agreement Lawyers for San Antonio, Texas

Need help with an investment advisory services agreement in San Antonio, Texas?

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Quick Facts — Investment Advisory Services Agreement Lawyers

Meet some of our San Antonio Investment Advisory Services Agreement Lawyers

Morgan S. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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4.9 (17)
Member Since:
July 31, 2023

Morgan S.

Attorney
Free Consultation
Austin, Texas
5 Yrs Experience
Licensed in TX NY, WV
University of Pittsburgh Law School

Corporate Attorney that represents startups, businesses, investors, VC/PE doing business throughout the country. Representing in a range of matters from formation to regulatory compliance to financings to exit. Have a practice that represents both domestic and foreign startups, businesses, and entrepreneurs. Along with VC, Private Equity, and investors.

Recent  ContractsCounsel Client  Review:
5.0

"Morgan was very detailed in his response and explanations. He showed me red flags, potential solutions, and where problems may occur. He explained some high risk clauses that did not make sense and I should not accept. Overall, Morgan saved me from bad business deal when I flagged his concerns to the counterparty. Thanks Morgan!"

Jason H. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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4.9 (21)
Member Since:
March 5, 2023

Jason H.

Managing Attorney
Free Consultation
Dallas, Texas
25 Yrs Experience
Licensed in TX VA
Regent University, School of Law

Jason has been providing legal insight and business expertise since 2001. He is admitted to both the Virginia Bar and the Texas State Bar, and also proud of his membership to the Fellowship of Ministers and Churches. Having served many people, companies and organizations with legal and business needs, his peers and clients know him to be a high-performing and skilled attorney who genuinely cares about his clients. In addition to being a trusted legal advisor, he is a keen business advisor for executive leadership and senior leadership teams on corporate legal and regulatory matters. His personal mission is to take a genuine interest in his clients, and serve as a primary resource to them.

Recent  ContractsCounsel Client  Review:
5.0

"Wonderful attorney! He was extremely professional, answered all of my questions and was patient with my complicated legal situation. Don’t hesitate to hire him."

Darryl S. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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5.0 (141)
Member Since:
November 9, 2023

Darryl S.

Founder and Counselor-at-Law
Texas
33 Yrs Experience
Licensed in TX
The University of Texas School of Law Austin

I offer flat/fixed fees rather than hourly work to help lower your legal costs and align our interests. I specialize in contract law and focus on making sure your contract is clear, protects your interests and meets your needs. You can expect fast, straightforward communication from me, making sure you understand every step. With my experience, you'll get a detailed review of your contract at a fair, fixed price, without any surprises. I have over 30 years of business and legal experience that I bring to your project. I graduated from The University of Texas School of Law with High Honors in 1993 and practiced at Texas' largest law firm. I have founded companies and so understand how to be helpful as both a lawyer and business owner.

Recent  ContractsCounsel Client  Review:
5.0

"Excellent attorney! D was thorough, communicative, very helpful, and knowledgable about the relevant SaaS topics. Really appreciate his ethical and practical approach to the law--specifically lets you know if certain elements are unnecessary extras charges. I look forward to working with him and his team again in the future!"

Bryan B. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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4.9 (178)
Member Since:
October 1, 2020

Bryan B.

Lawyer
Free Consultation
Austin, TX
10 Yrs Experience
Licensed in TX
Penn State Law

Experienced attorney and tax analyst with a history of working in the government and private industry. Skilled in Public Speaking, Contract Law, Corporate Governance, and Contract Negotiation. Strong professional graduate from Penn State Law.

Recent  ContractsCounsel Client  Review:
5.0

"Bryan was swift, communicative, and incredibly helpful. Will definitely work with him again!"

Faryal A. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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4.9 (232)
Member Since:
February 23, 2023

Faryal A.

Attorney/Counsel
Free Consultation
Houston, Texas
4 Yrs Experience
Licensed in TX
University of Houston

Ms. Ayub is an attorney licensed to practice in Texas. Before moving to the US, she has a number of years of experience in contract review, analysis and drafting. Ms. Ayub is available to help you with your legal problems, as well as filling LLC and other business entity formation documents. To know more about her practice, please visit https://ayublawfirmpllc.com/.

Recent  ContractsCounsel Client  Review:
5.0

"It was great to work with Faryal - I appreciated her thoroughness and responsiveness to all of my follow-up questions. She caught many things in my contract drafts that were missing. I feel very confident about utilizing my contracts now!"

Jimmy V. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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5.0 (26)
Member Since:
February 10, 2023

Jimmy V.

Attorney
Free Consultation
Austin, Texas
45 Yrs Experience
Licensed in TX
University os San Diego

Hello, I can help you with this project. I’m a semi-retired, long-time US attorney with substantial experience in business and corporate law. I help startups and small businesses prepare and file the documents necessary to set up corporations or LLCs.

Recent  ContractsCounsel Client  Review:
5.0

"Jimmy did an excellent job drafting the documents I needed, would work with again!"

Kendall C. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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5.0 (6)
Member Since:
March 10, 2023

Kendall C.

Chief Counsel
Free Consultation
Suwanee, Georgia
25 Yrs Experience
Licensed in TX GA
Tulane University

Kendall is a data privacy attorney by trade, and is an active member of the Bar in Texas and Georgia. In litigation, he handled thousands of cases to final disposition in litigation throughout the United States, Latin America, & Europe. As corporate counsel, he guides companies through the marketing and advertising industry and, by extension, many other industries. Further, Kendall is an adherent to the Ben Hogan school of swing thought and, by natural extension, is a proponent of accurate wedge play through residential neighborhoods. He occasionally aspires to a career in turf management.

Recent  ContractsCounsel Client  Review:
5.0

"Kendall was a joy to work with. He was very knowledgeable on a number of related matters and was able to guide me to an appropriate core master services agreement for my new company."

Myron M. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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Member Since:
November 3, 2022

Myron M.

Attorney
Free Consultation
Dallas, Texas
28 Yrs Experience
Licensed in TX
South Texas College of Law

For over 20 years Myron E. Mims Esq. has provided legal and consulting services to small and medium sized businesses. Mims served as regional counsel for a real estate investment and development firm where he managed the Company’s contract execution and management, and dispute resolution affairs. Mims was responsible for oversight and risk management of all legal affairs, including management of a robust litigation docket consisting of a seven figure, multi-party construction lawsuit, and multiple vendor and tenant disputes. Mims prepared new contract docs and implemented execution and management processes that lead to the reduction of litigation. As a managing partner of Nixon Mims, LLP Mims provided legal and consulting services to clients of that consisted of real estate, construction, telecommunications, media and food industry businesses. Mims routinely assisted clients with developing corporate governance and management protocols, strategic planning initiatives, and advised clients in the negotiation and execution of complex business transactions. Mims routinely provided operational oversight and technical analysis for management. During this period Mims obtained firsthand experience of the access to capital impediments and challenges that growth-stage businesses face.

David W. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
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Member Since:
November 2, 2022

David W.

Attorney
Free Consultation
Texas
10 Yrs Experience
Licensed in TX
South Texas College of Law

Founder David W. Weygandt, the Singing Lawyer, is passionate about helping families and businesses stay in tune with what they care about and avoid conflict. When injustice has been done, David is proud to stand up to the modern Goliath and vindicate your rights on your behalf. David lives and practices law in The Woodlands, Texas, and assists clients all across Texas.

Candace M. - Investment Advisory Services Agreement Lawyer in San Antonio, Texas
View Candace
Member Since:
February 24, 2023

Candace M.

Attorney
Free Consultation
Prosper, Texas
27 Yrs Experience
Licensed in TX LA
Loyola University

For over 20 years, as an attorney and real estate broker, Candace has used her passion for business and real estate to help her clients succeed as business owners, entrepreneurs Realtors, and real estate investors. She and her team go above and beyond to simplify and solve those issues which trouble her clients. From the simple to the complex, she is ready to help. Her experience includes, Real Estate law, Contracts, Business Formation, Business Operating AGreements and Entrepreneurial counseling.

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Frequently Asked Questions

How do I hire a lawyer to draft an investment advisory services agreement in Texas?

Lawyer Reviews for San Antonio Investment Advisory Services Agreement Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Arizona
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Investment Advisory Contract
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Clients Rate Lawyers 4.9 Stars
based on 21,424 reviews
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ContractsCounsel User

Recent Project:
Review of an investment advisory agreement
Location: Texas
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 9
Bid Range: $400 - $1,200

ContractsCounsel User

Recent Project:
investment adviser's standard advisory contract
Location: Texas
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 5
Bid Range: $495 - $1,750

Need help with an Investment Advisory Services Agreement?

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Clients Rate Lawyers 4.9 Stars
based on 21,424 reviews

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